Putnam Investment Management, LLC

Putnam Investment Management, LLC (CRD# 106629) is a financial advisory firm headquartered in Boston, MA. They manage $98,334,081,121 in 169 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    98,334
    MILLION
  • Total Number of Accounts
    169
    ACCOUNTS
  • Average Account Value
    $581,858,468
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Putnam Investment Management, LLC
Showing 1 - 10 of 120 top financial advisors.
1
Albert J. Angelus
CRD#: 2685212
One Post Office Square, Boston, MA 02109
93
Wealthminder
score

Albert Angelus (CRD# 2685212) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has over 20 years of experience in the finance industry.

2
James C. Axford
CRD#: 1999618
One Post Office Square, Boston, MA 02109
93
Wealthminder
score

James Axford (CRD# 1999618) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has over 20 years of experience in the finance industry.

3
Warren W. Babcock
CRD#: 1244281
7 Shattuck Road, Andover, MA 01810
93
Wealthminder
score

Warren Babcock (CRD# 1244281) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Andover, MA and has over 32 years of experience in the finance industry.

4
William E. Barnett
CRD#: 2295807
One Post Office Square, Boston, MA 02109
93
Wealthminder
score

William Barnett (CRD# 2295807) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has over 24 years of experience in the finance industry.

5
Richard S. Borden
CRD#: 2704913
7 Shattuck Road, Andover, MA 01810
93
Wealthminder
score

Richard Borden (CRD# 2704913) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Andover, MA and has over 18 years of experience in the finance industry.

6
Jerry W. Boucher
CRD#: 4298762
One Post Office Square, Boston, MA 02109
93
Wealthminder
score

Jerry Boucher (CRD# 4298762) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has over 12 years of experience in the finance industry.

7
Matthew W. Brown
CRD#: 2447285
7 Shattuck Road, Andover, MA 01810
93
Wealthminder
score

Matthew Brown (CRD# 2447285) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Andover, MA and has over 22 years of experience in the finance industry.

8
David M. Casey
CRD#: 2223046
One Post Office Square, Boston, MA 02109
93
Wealthminder
score

David Casey (CRD# 2223046) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has over 24 years of experience in the finance industry.

9
Frederick M. Chapman
CRD#: 2523771
One Post Office Square, Boston, MA 02109
93
Wealthminder
score

Frederick Chapman (CRD# 2523771) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has over 21 years of experience in the finance industry.

10
Dennis T. Corbett
CRD#: 2666021
One Post Office Square, Boston, MA 02109
93
Wealthminder
score

Dennis Corbett (CRD# 2666021) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has over 21 years of experience in the finance industry.

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